Filed October 18, 2004 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $377,663 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,325 | $37,213+13.7% | $156,549-73.0% | $63,975-33.8% |
| Participation rate | 99.6% | 65.0%+34.7pp | 84.0%+15.6pp | 71.1%+28.5pp |
| Annual return | 8.12% | 47.89%-39.8pp | 32.23%-24.1pp | 48.65%-40.5pp |
| Employer contribution / active EE | $2,951 | $1,357+117.5% | $5,501-46.4% | $2,182+35.3% |
| Participant deferral / active EE | $3,616 | $2,070+74.7% | $4,871-25.8% | $3,356+7.7% |
| Admin fee / account holder | $97 | $56+72.3% | $13,027-99.3% | $70+37.8% |